How do I send an invoice from Quickbooks online to a customer who uses Bill.com to pay?

Hello there, @ChallengingDesigns.

In Quickbooks, once you send an invoice to Bill.com. You'll need to have the billing details to your customer who uses the bill.com.

However, sending an invoice with merchant services will not be in used by bill.com.

For your reference, I've included our detailed guide about what is bill.com.

Feel free to leave a comment below if you have any other questions about QuickBooks. It'll be always my pleasure to help.

The question above is completely clear - and I have the same question! The answer below, though, is gibberish. Could you please provide a clear answer? I also have a client who uses bill.com and we need to send them an invoice. I have signed up for bill.com but never used it. Here is what I'd like to know:

- should I send the invoice through bill.com or through quickbooks?

- if the answer is bill.com, how do I easily import (or whatever the correct verb is) the information into quickbooks?

- if the answer is quickbooks, how do I enable the client to use bill.com to pay (or, it this THEIR problem, and they have to do this on their end)?

Hi there, MH2006.

Both QuickBooks Online and Bill.com allow you to send invoices to customers directly from each own platform. It depends on what works best for you. 

There's also a direct integration between the two platforms. This means that if the invoices are sent and paid through Bill.com, your data is automatically imported in QuickBooks as long as they're synced together. Here's an article for more details: https://quickbooks.intuit.com/app/apps/appdetails/bill.com/.

Although, I'd suggest reaching out to them if you have more questions about data import and mapping of account. 

If you choose to send it through QuickBooks Online, ask your client to reach out to Bill.com for details about paying the transaction.

Then, follow the steps in this article on how to record the payment in QBO: Record Invoice Payments in QuickBooks Online.

If your bank is connected in QBO through Online Banking, you can also match the downloaded transaction with the invoice. Here's an article about this feature for more details: Categorize and Match Online Bank Transactions in QuickBooks Online.

Let me know if you need anything else. We're always here to make sure everything is sorted out.